Phillips Family Office was founded in 1979 by Michael Phillips and is a leading financial advisory and investment management firm, providing customised financial, investment and long term wealth strategies to help you manage your financial affairs and investments.
We hold our own Australian Financial Services License, ensuring we act in the clients best interest on a reasonable basis meaning our loyalty is to you, our client, and our services are based solely on your unique financial needs and plans.
Our clients range from corporate and business clients to busy young professionals in the midst of their careers, executives, entrepreneurs, self-funded retirees and multi-generational families looking to transfer their wealth smoothly to their future generations.
We take pride in our outstanding industry reputation. Michael Phillips and Janet Yeung are Members of the Financial Planning Association of Australia, a Member of the Self-Managed Super Fund Professionals™ Association of Australia and a Full Member of the Mortgage & Finance Association of Australia.
At Phillips Financial, we want you to feel confident about working with us. That’s why we offer flexibility in all our services, so you can choose the services you need from us and when you want them.
Our services are designed for you to make the decisions about your financial affairs and your investments, so you are in command of your financial future. We will guide and advise you so that you are comfortable with your financial decisions. If you do not feel totally comfortable with a decision, it is essential that you let us know, and seek more information and advice from us until you are fully comfortable.